See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: RETIREMENT STRATEGIES GROUP, LLC Service code 49 · EIN 72-1450587 | Other Services | $26,155 |
BOURGEOIS BENNETT LLC8+ years Service code 99 · EIN 11-1000111 | Other Fees | $18,000 |
MORNINGSTAR9+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,752 |
SMARTPATH, INC.1 year Filed as: SMARTPATH, INC Service code 99 · EIN 44-4000444 | Other Fees | $5,440 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,165 | $49,693+131.8% | $70,515+63.3% | $74,419+54.8% |
| Participation rate | 72.1% | 64.7%+7.4pp | 68.3%+3.7pp | 70.7%+1.3pp |
| Annual return | 14.96% | 21.22%-6.3pp | 32.77%-17.8pp | 34.38%-19.4pp |
| Employer contribution / active EE | $2,580 | $1,773+45.5% | $2,973-13.2% | $2,637-2.2% |
| Participant deferral / active EE | $5,072 | $3,376+50.3% | $4,567+11.1% | $4,528+12.0% |
| Admin fee / account holder | $87 | $316-72.5% | $6,412-98.6% | $348-75.0% |